While taking SOAP Notes is an important part of helping patients while they are In Treatment, Clerk also gives the Provider a lot of freedom to work efficiently input more information than just SOAP Notes!
✨PSST!✨ If you have not already, check out our Article about how to use SOAP Notes, which you can CLICK HERE to view!
Along with taking SOAP Notes, the Provider can also:
book the patient their next Appointment or set of Recurring Appointments
put in Services Charges / Line Items
let the Front Desk know how to book the patient moving forward with an outline of a Treatment Plan
look at any files associated with the patient
view medical history, such as Surgeries or Allergies
If the Provider would like to complete the Checkout Process from the Outcome screen, add in the Product/Service on the Line Items tab, save the Line Item, and create an Invoice. This will bring you directly to the Payment screen:
Once saved, you can Edit the Line Item or Delete it.
Don't you just love efficiency at its finest?! 🤓